Sort account / securities to match monthly broker statements

deboertp
deboertp Quicken Windows Subscription Member
edited March 2024 in Investing (Windows)

Under the INVESTMENTS tab,

Can a sort field be added to each security, that could be sorted for display,

I’d like the sort sequence to match my monthly broker statements sequence. Currently I spend a lot of time locating securities based on the sorted order of quicken.


This would greatly simplify the monthly reconciliation process!

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What sort order is your brokerage using? Because, if you're displaying the Ticker, you can sort on that field by clicking the Header. If by name, click on that.

    Some other order? Elaborate.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    "Under the INVESTMENTS tab"

    There are several things under the Investments tab, which are you referring to. For instance, there is the Portfolio, and Dashboard.

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